Webinars

Facts vs Feelings Take 5 – How’s the Economy?

In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the mixed signals coming from the U.S. economy, exploring why recent data can feel confusing and what it really says about growth, jobs, and rece …

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Market Commentary: Markets Perk Up but Macro Outlook Still Messy

What a Week Last week started with a huge 2.4% drop in the S&P 500, but it ended with a four-day win streak and stocks up 4% on the week. The rally started when President Trump opened the door to drastically lower tariffs on China, but it was also a big week for earnings. Although …

How Estate and Gift Taxes Can Impact Your Financial Plan

Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifting as it relates to your overall estate plan?

Facts Vs Feelings Take 5 – Can President Trump Fire Jerome Powell?

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group! In this fast-paced episode, Ryan and Sonu unpack a major question shaking investor confidence: Can President Trump fire Federal Rese …

Traditional vs. Roth IRA: Which IRA Works for You?

Many of us all but ignore our retirement accounts for much of our working lives—most likely only vaguely aware of the portion of our paychecks going into our 401(k)s. If this describes you, it’s time to give retirement savings more attention—particularly in the case of IRAs.   

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